DFX Intelligence

H••••• J••• T•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

H••••• J••• T•••••••

Advisor at M••••••••• A•••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:266ae704-8cc8-0f6e-bc43-d00c43b825eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 22, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• A•••••••• L••	Independent wealth	Feb 9, 2026	n/a	yes	ATLANTA, GA	Current employment
T•• I••••••••• A•••• M••••••••• L••	Independent wealth	Nov 20, 2025	Feb 6, 2026	no	ATLANTA, GA\|PORTLAND, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• I••••••••• A•••• M••••••••• L••	M••••••••• A•••••••• L••	Feb 6, 2026	Feb 9, 2026	3	Firm change	RIA to new firm
T••••• A••••••• S•••••••• I•••	T•• I••••••••• A•••• M••••••••• L••	Aug 4, 2025	Nov 20, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
168256:338634:OR:2026-02-06	Feb 6, 2026	Feb 9, 2026	PORTLAND, OR	Firm change
283390:168256:GA:2025-08-04	Aug 4, 2025	Nov 20, 2025	ATLANTA, GA	Firm change

Relationships

Registered with (3)

→ M••••••••• A•••••••• L••Registered adviserregistration: current employment
Feb 9, 2026 to presentfactForm ADV
→ T•• I••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Nov 20, 2025 to Feb 6, 2026factForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 22, 2019 to Aug 4, 2025factForm ADV

Dated events

Occurred
Feb 6, 2026
Advisor changed firm
H••••• J••• T••••••• left T•• I••••••••• A•••• M••••••••• L•• for M••••••••• A•••••••• L•• (registered 2026-02-09)
Form ADVobserved 7 days ago
Occurred
Aug 4, 2025
Advisor changed firm
H••••• J••• T••••••• left T••••• A••••••• S•••••••• I••• for T•• I••••••••• A•••• M••••••••• L•• (registered 2025-11-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:266ae704-8cc8-0f6e-bc43-d00c43b825eb
First observed: Oct 22, 2019
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.